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gappman need help creating a custom field
Hello,
In Contacts tab, i would like to create a new custom field. Can you show me the proper syntax.
I want to create a field titled "OpptyStage". i suppose it will be a text field.
I want the value of "OpptyStage" to equal the field titled "Stage" within the Opportunity Tab. It's also known as StageName.
Please show me how to create this field.
Ultimately whart i am trying to accomplish is filter my 1,000 contacts to list only those that are associated with an active Opportunity. To do this, my thinking is to pull in the Opportunity Stage and use that for filtering the contacts. This will yield something like 50 contacts for me. If you have any other suggestions of how to get this view, I am all ears.
Thanks for your help
Gappman
Hi Gappman,
Looks everything fine. Now go to the Contact record and select any oppty in Opportunity lookup field.
As you save the record, the OpptyStage field gets populated.
All Answers
You can create custom field by going to
Setup -> Customize -> Contacts -> Custom Fields
Kulkarni
I got that part. When i go there, i attempt to create a new custom field.
I select "formula"
I select "text"
I type: OpptyStage as my new field name. salesforce auto populates the other field.
At the bottom I type: TEXT(Opportunity.Stage) and i get a syntax error saying "opportunity is invalid"
I try Oppportunities, Oppty and nothing works. I clearly dont know the proper syntax or if this is even possible.
Any idea on the proper syntax?
thanks,
Gappman
Hi,
Is there any relationship between Contact and Opportunity?
I mean, is there any lookup field on contact which is pointing to Opportunity?
After that only you can access the opportunity fields.
So first of all, create a lookup field on Contact pointing to opportunity. Now create another field (formula field: "OpptyStage") on contact having values as 'Opportunity__r.StageName'.
Please let me know if you face any issue.
Legend,
I did what you suggested and created the fields with no syntax issues. however the fields are blank. no data is coming through. I first created a field on Contact pointing to Opportunity:
Field Information:
And then i created the field i really want. No syntax issues once i put "TEXT" at the beginning.
Field Information:
Enter your formula and click Check Syntax to check for errors. Click the Advanced Formula subtab to use additional fields, operators, and functions.
Example: Full Name = LastName & ", " & FirstNameMore Examples ...But do data is coming back The OpptyStage field should be returning any of the 13 choices in the picklist. Any additional help is appreciated. Thanks.
Gappman
Hi Gappman,
Looks everything fine. Now go to the Contact record and select any oppty in Opportunity lookup field.
As you save the record, the OpptyStage field gets populated.
Legend,
You are right. Thanks for your help. Works well.
Gappman